Path: Admin > Universal Interface > Universal Interface Setup
Select the Work Order Export Transaction Type to export records using the Universal Interface framework. You have a choice of five export Connection Types: Comma Delimited Text File, Microsoft SQL Server, Oracle, Tab Delimited Text File. or Web Service.
The entry in the Export Query field is used only to determine the records to be exported. Select an existing Browse Query to serve as the Export Query. The selected Export Query has no impact on the data columns that are used in the export process.
ALERT: Each Work Order can be exported only once. Even if you use a new WebTMA Universal Interface setup, when a Work Order has been exported previously using the Universal Interface function, it will not export a second time.
Once a record has been exported, the xx_uiExport boolean field is updated with a value of 'true'. Records with a true xx_uiExport value are excluded from the export query to prevent duplicate data from being exported.
Be sure to select a folder so an error log can be generated.
The WebTMA Integration Client Service Configuration (Stand-alone windows application) Service includes fields to support exporting records.
If you plan to include the Status field, it must be in your lookup table.
Remember to add at least one Repair Center to the Repair Center Tab.
The Server fields are auto-populated using the entries made to the Detail window during Universal Interface Client Service Installation.
WARNING: The Server-related fields can be edited in WebTMA; however, this should only be done by highly qualified personnel. Changes saved here overwrite the contents of the Detail setup windows. It is preferable to make changes to the Detail setup window where you can test your connection.
How to Link Universal Interface Fields for Work Order Export
In order to export your Work Order records, you must link WebTMA fields with fields within your Universal Interface table. By default, all required fields should already have line entries.
From your Universal Interface Setup window in Add/Edit mode:
- Complete the required fields.
- Click the Add Column link on the grid to open the Entry flyout.
- Choose your WebTMA Column.
- Select the Remote Column.
- Click Save & Add (or Save).
- Repeat until required fields and selected elective fields in your Universal Interface table have been matched up.
- Add the applicable Repair Center(s) to the Repair Center Tab.
- Click Save on the WebTMA toolbar.
Work Order Export Columns
In logical sequence, the following table lists the Work Order fields available for export. You also have the option to include UDF fields.
If UDFs have been created for your Transaction Type in the System Forms, the field(s) are listed. The DataType is dependent on how the field was created.
| Column Name | Data Type | Max Length | Decimal Places | Is Required | Allow Default | Allow Auto Create |
|---|---|---|---|---|---|---|
| Primary Key | int | 4 | No | No | No | |
| Work Order # | nvarchar | 20 | No | No | No | |
| Facility Code | NULL | NULL | NULL | No | No | No |
| Building Code | NULL | NULL | NULL | No | No | No |
| Building Name | NULL | NULL | NULL | No | No | No |
| Floor Code | NULL | NULL | NULL | No | No | No |
| Location ID | NULL | NULL | NULL | No | No | No |
| WebTMA Item Type | int | 4 | No | No | No | |
| Item Code | NULL | NULL | NULL | No | No | No |
| Priority Code | NULL | NULL | NULL | No | No | No |
| Code | NULL | NULL | NULL | No | No | No |
| WO Type Code | NULL | NULL | NULL | No | No | No |
| Chargeable? | bit | 1 | No | No | No | |
| Charge Account # | NULL | NULL | NULL | No | No | No |
| Department Code | NULL | NULL | NULL | No | No | No |
| Request # | NULL | NULL | NULL | No | No | No |
| Status | nvarchar | 255 | No | No | No | |
| Requestor | nvarchar | 75 | No | No | No | |
| Requestor Phone | nvarchar | 25 | No | No | No | |
| Requestor Email | nvarchar | 200 | No | No | No | |
| Request Date | datetime | 8 | No | No | No | |
| Estimated Start Date | datetime | 8 | No | No | No | |
| Estimated End Date | datetime | 8 | No | No | No | |
| Finish Date | datetime | 8 | No | No | No | |
| Completion Date | datetime | 8 | No | No | No | |
| Print Date | datetime | 8 | No | No | No | |
| Action Requested | nvarchar | 4000 | No | No | No | |
| Supervisor | nvarchar | 255 | No | No | No | |
| Reference # | nvarchar | 20 | No | No | No | |
| TQM | bit | 1 | No | No | No | |
| General Comments | ntext | 8 | No | No | No | |
| Out Of Service? | bit | 1 | No | No | No | |
| Warranty Job? | bit | 1 | No | No | No | |
| Service Job | bit | 1 | No | No | No | |
| Operator Name | NULL | NULL | NULL | No | No | No |
| Operator Error? | bit | 1 | No | No | No | |
| Risk to Operator? | bit | 1 | No | No | No | |
| Risk to Patient? | bit | 1 | No | No | No | |
| Action Required by Department | bit | 1 | No | No | No | |
| Building Services Signoff | datetime | 8 | No | No | No | |
| Department Signoff | datetime | 8 | No | No | No | |
| Department Head | nvarchar | 50 | No | No | No | |
| Department Action | ntext | 8 | No | No | No | |
| Created Date | datetime | 8 | No | No | No | |
| Modified Date | datetime | 8 | No | No | No | |
| Creator | NULL | NULL | NULL | No | No | No |
| Modifier Name | NULL | NULL | NULL | No | No | No |
| Project # | NULL | NULL | NULL | No | No | No |
| Notify Me? | bit | 1 | No | No | No | |
| Overage Account # | NULL | NULL | NULL | No | No | No |
| Fixed Cost | bit | 1 | No | No | No | |
| Estimated Hours | decimal | 9 | 4 | No | No | No |
| Estimated Cost | decimal | 9 | 2 | No | No | No |
| From Device? | bit | 1 | No | No | No | |
| From Med Tester? | bit | 1 | No | No | No | |
| Auto Assign? | bit | 1 | No | No | No | |
| Auto Print? | bit | 1 | No | No | No | |
| From Service? | bit | 1 | No | No | No | |
| Start Creation Date | datetime | 8 | No | No | No | |
| Tax Name | NULL | NULL | NULL | No | No | No |
| Tax Rate 1 | decimal | 9 | 4 | No | No | No |
| Tax Rate 2 | decimal | 9 | 4 | No | No | No |
| Tax Compound? | bit | 1 | No | No | No | |
| Work Not Done? | bit | 1 | No | No | No | |
| Exclude From Requestor? | bit | 1 | No | No | No | |
| Fiscal Start | datetime | 8 | No | No | No | |
| X Coordinate | nvarchar | 30 | No | No | No | |
| Y Coordinate | nvarchar | 30 | No | No | No | |
| Additional Reference | nvarchar | 20 | No | No | No | |
| Account Program Code | NULL | NULL | NULL | No | No | No |
| Is Ticket? | bit | 1 | No | No | No | |
| Is Template? | bit | 1 | No | No | No | |
| Template Name | nvarchar | 150 | No | No | No | |
| 1st Failure Code | NULL | NULL | NULL | No | No | No |
| 1st Failure Sub-Code | NULL | NULL | NULL | No | No | No |
| 1st Contractor Code | NULL | NULL | NULL | No | No | No |
| 1st Contractor Name | NULL | NULL | NULL | No | No | No |
| 1st Scheduled Tech Name | NULL | NULL | NULL | No | No | No |